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Grayscale Digital Large Cap Fund (GDLC) Institutional Ownership

Grayscale Digital Large Cap Fund logo
$27.70 +0.82 (+3.05%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Grayscale Digital Large Cap Fund (OTCMKTS:GDLC)

Number of
Institutional Buyers
(last 12 months)
67
Total
Institutional Inflows
(last 12 months)
$127.38M
Number of
Institutional Sellers
(last 12 months)
10
Total
Institutional Outflows
(last 12 months)
$5.26M
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GDLC Institutional Buying and Selling by Quarter

Grayscale Digital Large Cap Fund Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/14/2026Modern Wealth Management LLC28,323$890K0.0%-6.6%0.234%
5/13/2026Cetera Investment Advisers204,646$6.38M0.0%-2.2%1.688%
5/7/2026Legacy Wealth Managment LLC ID2,801$87K0.0%+71.2%0.023%
5/6/2026Independent Financial Group LLC141,004$4.40M0.1%N/A1.163%
5/1/2026Rossmore Private Capital13,650$426K0.0%N/A0.113%
4/27/2026BIP Wealth LLC7,274$227K0.0%N/A0.060%
4/27/2026DeDora Capital Inc.25,676$801K0.2%+31.7%0.212%
4/23/2026Pasadena Private Wealth LLC252,650$7.88M1.1%+864.9%2.085%
4/23/2026Formidable Asset Management LLC11,168$348K0.1%-62.6%0.092%
4/22/2026Hartmann Taylor Wealth Management LLC59,042$1.84M1.2%+25.7%0.487%
4/20/2026Kestra Private Wealth Services LLC6,730$210K0.0%-37.1%0.056%
4/16/2026Balboa Wealth Partners7,934$247K0.0%+9.9%0.065%
3/4/2026Rehmann Capital Advisory Group107,338$4.43M0.2%+8.6%0.864%
2/17/2026Cetera Investment Advisers209,164$8.64M0.0%-1.9%1.684%
2/17/2026Guardian Wealth Advisors LLC NC5,582$231K0.0%N/A0.045%
2/17/2026Captrust Financial Advisors5,970$247K0.0%-12.3%0.048%
2/16/2026Mariner LLC34,432$1.42M0.0%+698.1%0.277%
2/16/2026Aptus Capital Advisors LLC5,665$234K0.0%N/A0.046%
2/13/2026Kestra Advisory Services LLC2,938$121K0.0%N/A0.024%
2/13/2026Wealthspire Advisors LLC10,833$448K0.0%+128.7%0.087%
2/12/2026Jane Street Group LLC63,233$2.61M0.0%-47.8%0.509%
2/12/2026Commonwealth Equity Services LLC9,002$372K0.0%+12.8%0.072%
2/10/2026Pasadena Private Wealth LLC26,184$1.08M0.1%-25.0%0.211%
2/9/2026Huntington National Bank15,566$643K0.0%N/A0.125%
2/6/2026MJP Associates Inc. ADV5,300$219K0.0%N/A0.043%
2/5/2026Elyxium Wealth LLC7,138$295K0.0%N/A0.057%
2/5/2026Allworth Financial LP7,779$321K0.0%+11.1%0.063%
2/4/2026Advisor OS LLC5,300$219K0.0%N/A0.043%
2/3/2026Legacy Wealth Managment LLC ID1,636$68K0.0%N/A0.013%
2/3/2026RFG Advisory LLC5,167$214K0.0%+27.3%0.042%
2/3/2026Gallacher Capital Management LLC8,509$352K0.1%N/A0.069%
1/30/2026Aries Wealth Management14,598$603K0.1%+109.8%0.116%
1/29/2026Kestra Private Wealth Services LLC10,696$442K0.0%N/A0.085%
1/29/2026Matisse Capital4,850$200K0.1%N/A0.039%
1/29/2026Concurrent Investment Advisors LLC4,907$203K0.0%-49.9%0.039%
1/27/2026Traphagen Investment Advisors LLC5,446$225K0.0%N/A0.043%
1/26/2026Whittier Trust Co.3,685$164K0.0%N/A0.029%
1/26/2026CWM LLC1,710$71K0.0%+40.7%0.014%
1/23/2026Farther Finance Advisors LLC1,762$73K0.0%N/A0.014%
1/22/2026DeDora Capital Inc.19,496$806K0.2%N/A0.153%
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1/16/2026Balboa Wealth Partners7,222$298K0.0%N/A0.057%
1/16/2026Beaumont Financial Advisors LLC5,019$207K0.0%N/A0.039%
1/16/2026Formidable Asset Management LLC29,825$1.23M0.2%N/A0.235%
1/15/2026Cherry Creek Investment Advisors Inc.8,637$357K0.2%-56.2%0.068%
1/15/2026Hartmann Taylor Wealth Management LLC46,952$1.94M1.3%-27.7%0.369%
1/14/2026Wealthcare Advisory Partners LLC5,040$208K0.0%N/A0.039%
1/14/2026Wolff Wiese Magana LLC3,270$135K0.1%+522.9%0.025%
1/14/2026JFS Wealth Advisors LLC1,159$48K0.0%N/A0.009%
1/8/2026Wealth Enhancement Advisory Services LLC21,963$975K0.0%+138.1%0.168%
1/7/2026Riversedge Advisors LLC112,313$4.64M0.8%N/A0.861%
1/6/2026Avior Wealth Management LLC5,296$219K0.0%N/A0.041%
12/2/2025Allworth Financial LP7,001$391K0.0%N/A0.057%
11/24/2025CIBC Private Wealth Group LLC2,096$117K0.0%N/A0.017%
11/18/2025Advisory Services Network LLC1,307$73K0.0%N/A0.011%
11/17/2025Qube Research & Technologies Ltd5,008$279K0.0%N/A0.041%
11/17/2025Farallon Capital Management LLC851,193$47.58M0.2%N/A6.898%
11/17/2025Citadel Advisors LLC4,986$279K0.0%N/A0.040%
11/14/2025Creative Planning10,420$582K0.0%N/A0.084%
11/14/2025Virtu Financial LLC186,930$10.45M0.6%N/A1.515%
11/13/2025Pathstone Holdings LLC60,162$3.36M0.0%N/A0.488%
11/13/2025Rehmann Capital Advisory Group98,796$5.53M0.3%N/A0.801%
11/13/2025CreativeOne Wealth LLC10,978$614K0.0%N/A0.089%
11/13/2025Modern Wealth Management LLC30,320$1.70M0.0%N/A0.246%
11/12/2025United Capital Management of KS Inc.4,331$242K0.0%N/A0.035%
11/12/2025Claro Advisors LLC9,403$526K0.1%N/A0.076%
11/12/2025US Bancorp DE626$35K0.0%N/A0.005%
11/10/2025Aries Wealth Management6,958$389K0.1%N/A0.056%
11/10/2025Clearstead Advisors LLC695$39K0.0%N/A0.006%
11/7/2025Rothschild Investment LLC1,000$56K0.0%N/A0.008%
11/7/2025Smithfield Trust Co1,420$80K0.0%N/A0.012%
11/7/2025PNC Financial Services Group Inc.2,167$121K0.0%N/A0.018%
11/6/2025RFG Advisory LLC4,058$227K0.0%N/A0.033%
11/5/2025Moloney Securities Asset Management LLC8,953$500K0.1%N/A0.073%
11/5/2025Envestnet Asset Management Inc.90,127$5.04M0.0%N/A0.730%
11/5/2025Cherry Creek Investment Advisors Inc.19,733$1.10M0.5%N/A0.160%
11/4/2025Oakworth Capital Inc.4,606$257K0.0%N/A0.037%
10/30/2025Mitchell Mcleod Pugh & Williams Inc.3,897$214K0.0%N/A0.033%
10/29/2025Wealth Enhancement Advisory Services LLC9,223$547K0.0%N/A0.078%
10/29/2025Alesco Advisors LLC8,289$463K0.0%N/A0.070%
10/28/2025Wolff Wiese Magana LLC525$29K0.0%N/A0.004%
10/28/2025Eagle Global Advisors LLC8,907$498K0.0%N/A0.075%
10/27/2025Concurrent Investment Advisors LLC9,802$548K0.0%N/A0.082%
10/24/2025Pasadena Private Wealth LLC34,912$1.95M0.3%N/A0.294%
10/21/2025Global Retirement Partners LLC1,635$91K0.0%N/A0.014%
10/21/2025SOA Wealth Advisors LLC.719$40K0.0%N/A0.006%
10/20/2025Yarbrough Capital LLC222,000$12.41M0.4%N/A1.867%
10/20/2025Miracle Mile Advisors LLC6,723$376K0.0%N/A0.057%
10/20/2025Hartmann Taylor Wealth Management LLC64,970$3.63M2.6%N/A0.546%
10/17/2025Sandbox Financial Partners LLC3,945$221K0.1%N/A0.031%


GDLC Institutional Ownership - Frequently Asked Questions

During the previous two years, 70 institutional investors and hedge funds held shares of Grayscale Digital Large Cap Fund. The most heavily invested institutionals were Farallon Capital Management LLC ($47.58M), Yarbrough Capital LLC ($12.41M), Virtu Financial LLC ($10.45M), Pasadena Private Wealth LLC ($7.88M), Cetera Investment Advisers ($6.38M), Envestnet Asset Management Inc. ($5.04M), and Riversedge Advisors LLC ($4.64M).Learn more on Grayscale Digital Large Cap Fund's institutional investors.

Of the 67 institutional investors that purchased Grayscale Digital Large Cap Fund's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Farallon Capital Management LLC ($851.19K), Pasadena Private Wealth LLC ($261.38K), Yarbrough Capital LLC ($222K), Virtu Financial LLC ($186.93K), Independent Financial Group LLC ($141.00K), Riversedge Advisors LLC ($112.31K), and Rehmann Capital Advisory Group ($107.34K).

Institutional investors have bought a total of 2,548,088 shares in the last 24 months. This purchase volume represents approximately $127.38M in transactions.

Of the 10 institutional investors that sold Grayscale Digital Large Cap Fund's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Jane Street Group LLC ($57.85K), Formidable Asset Management LLC ($18.66K), Hartmann Taylor Wealth Management LLC ($18.02K), Cherry Creek Investment Advisors Inc. ($11.10K), Pasadena Private Wealth LLC ($8.73K), Cetera Investment Advisers ($8.51K), and Concurrent Investment Advisors LLC ($4.90K).

Institutional investors have sold a total of 134,553 shares in the last 24 months. This volume of shares sold represents approximately $5.26M in transactions.


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This page (OTCMKTS:GDLC) was last updated on 7/2/2026 by MarketBeat.com Staff.
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